Living Well, Planning Well
Expert guidance for today. Greater confidence for tomorrow.
Planning ahead doesn't have to feel overwhelming.
Join Bethany Home on November 4 for Living Well, Planning Well, a morning of practical conversations designed to help you make informed decisions about your finances, belongings, legal affairs, health, and future.
Hear from local professionals, get answers to common questions, and leave with information you can use to begin important conversations with your family.
November 4
Sign-In Begins: 7:30 a.m.
Presentations: 8:00 a.m.–Noon in the Molitore Room at Bethany Home
Lunch & Bethany Home Tour: Noon–1:00 p.m.
Schedule
8:00–8:50 a.m. | Financial Planning for Retirement
Steve McDonough of StackStone Wealth will discuss common financial questions retirees encounter and considerations that may affect their future and their families.
9:00–9:50 a.m. | Downsizing: Making Room for What Matters Most
Jessi Bushman of Organizer Jessi will share practical strategies for sorting belongings, organizing important documents, and creating a safer, more manageable living space while planning for future transitions.
10:00–10:50 a.m. | Essential Legal Planning
Attorney Brad Heying of Kane, Norby, & Reddick, P.C. will discuss powers of attorney, wills, trusts, and other important planning tools that can help protect your wishes and provide peace of mind for the future.
11:00–11:50 a.m. | Healthy Aging & Maintaining Independence
Dr. Jill Powers will discuss preventive care, fall prevention, medication management, advance care planning, and other practical strategies for maintaining health, independence, and quality of life as you age.
Noon–1:00 p.m. | Lunch & Bethany Home Tour
Stay for lunch provided by Bethany Home and take an optional tour to learn more about our community.
Plan Today. Feel More Confident About Tomorrow.
Whether you're planning for yourself, helping your parents navigate their next chapter, or simply want to be better prepared, Living Well, Planning Well is an opportunity to learn, ask questions, and start important conversations.
Have questions? Contact Dana Klein at 563-556-5233 or email.